MoneyBase
Our library of valuable financial and investment information and articles
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
How Much Money Do You Need To Retire?
When thinking about retirement, the natural question you want to ask is, “How much money do you need to retire?” This is a very personal question that evades a one-size-fits all answer. The average individual puts away approximately 5-6% of their income into their...
2017: Find What You Love to Do and Do it
It can be one of life’s biggest challenges to make your passions and your profession align. Often, those nagging material needs push us to compromise on our dreams in the name of financial security. Those of you who are retirement planning in the Newport Beach area...
Year-end Financial Planning: Making a Difference for Next Year, Part 2
We’re continuing our discussion of advice for retirement planning. The beginning of the year is a great time to consider your goals and to assess whether or not your plan could use an update in any way. Here are three more tips for those of you in the Irvine area...
Year-end Financial Planning: Making a Difference This Year
Whenever I get faced with a question along the lines of, “When is the best time to start planning/saving for retirement, I almost always answer something along the lines of, “now!” Still, if you’re interested in making a change in your savings scheme, the end of the...
The Wrong Choice: Thinking Twice About Big Purchases
When you’re making retirement plans, there’s a lot that you want to get right. You want to make sure your investments are in the right place, that you and your retirement planner are putting your time and energy into the strategies that will secure your future....
What Does a Record-Breaking Market Mean for Your Retirement?
Most sectors are seeing record highs in the wake of the American election, which may mean a number of your investments may be growing. Those who are nearing retirement in Irvine and Orange County may be asking their retirement planners what this growth means for their...
Rated Among Top Wealth Management Firms by Forbes Magazine
https://youtu.be/k6BrV0bejX8 Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This video is...
17 Rewarding Travel Destinations For Your Retirement Bucket List
Many people work for 40+ years, and take no more than two weeks off at a time. All that hard work deserves a vacation. What type of trip do you dream of? Maybe relaxing, adventurous, culture-filled, or romantic? Take a look at our list of 17 rewarding travel...
Diversifying Your Retirement Portfolio: The Power Of Sectors
Diversifying your retirement portfolio is an important step before your “New Beginning,” and sectors play a major part in that diversification. It is also a wise idea to look at what may happen should you diversify too much. Take a look at how diversification and the...
When Is The Best Time To Invest During Presidential Cycles?
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This video is solely for informational...
CORPORATE
4701 Teller Ave
Newport Beach, CA 92660
Office: 800.460.1595
Fax: 928.237.3399
Email: Info@miramontescapital.com
Miramontes Capital is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.
Securities offered through Balanced Security Planning, Member FINRA/SIPC, Headquartered at 4701 Teller Ave, Newport Beach, CA,92660. Miramontes Capital, LLC and Balanced Security Planning, Inc. are separate companies affiliated through common control. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.